Add new Cliengo contacts to Capsule CRM as tasks
About
Every time a new contact is created in Cliengo, Make will automatically create a new task in Capsule CRM.
Apps Included
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A sample spreadsheet is here. You should make a copy of it before configuring the template.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Creates a new case.
Creates a new contact.
Creates a new party, opportunity or case custom field.
Creates a new opportunity milestone.
Creates a new party.
Defines a new party, opportunity or case tag.
Creates a new task.
FAQ